Filed May 15, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $3,693 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,200 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,188 | $52,639-63.5% | $185,117-89.6% | $62,293-69.2% |
| Participation rate | 88.9% | 63.9%+25.0pp | 77.3%+11.6pp | 69.5%+19.4pp |
| Annual return | 20.92% | 19.57%+1.4pp | 40.50%-19.6pp | 28.90%-8.0pp |
| Employer contribution / active EE | $1,174 | $1,483-20.8% | $4,182-71.9% | $2,042-42.5% |
| Participant deferral / active EE | $2,455 | $3,097-20.7% | $5,045-51.3% | $3,169-22.5% |
| Admin fee / account holder | $59 | $374-84.3% | $8,159-99.3% | $479-87.7% |